ELEVATION POINT WEALTH PARTNERS, LLC

Position in URI — United Rentals, Inc.

CIK 1744349 DENVER, CO

Back to URI Full portfolio

Position in URI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,498,706

+$1,972,060 QoQ

Shares Held

3,971

+14.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#491

of 1,581 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in URI Over Time

Shares Held

Position Value (USD)

Derivatives in URI

reported options exposure · as of Jun 30, 2024

CallValue

$3,540

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $5,963,197 across 5 Rental & Leasing Services names. URI ranks #1 (75.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc. This page	3,971	$4,498,706
2	HRI	Herc Holdings Inc	3,872	$555,012
3	SUNB	Sunbelt Rentals Holdings, Inc.	5,588	$418,038
4	AER	AerCap Holdings N.V.	1,714	$249,866
5	MGRC	Mcgrath Rentcorp	1,996	$241,575

All Filings in URI

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,498,706	3,971	+14.5%	Shares	Sole	2026-08-12
2026-03-31	$2,526,646	3,468	+520.4%	Shares	Sole	2026-04-27
2025-12-31	$452,409	559	+40.5%	Shares	Sole	2026-02-12
2025-09-30	$379,954	398	-85.7%	Shares	Sole	2025-11-14
2025-06-30	$2,095,205	2,781	+25.3%	Shares	Sole	2026-02-03
2025-03-31	$1,391,274	2,220	+32.9%	Shares	Sole	2026-02-03
2024-12-31	$1,176,414	1,670	-2.5%	Shares	Sole	2026-02-03
2024-09-30	$1,386,257	1,712	-58.9%	Shares	Sole	2026-02-03
2024-06-30	$3,540	100	—	Call	Sole	2026-02-03
2024-06-30	$2,694,277	4,166	-6.7%	Shares	Sole	2026-02-03
2024-03-31	$3,220,477	4,466	-13.3%	Shares	Sole	2026-02-03
2023-12-31	$2,953,113	5,150	-1.5%	Shares	Sole	2024-02-13
2023-09-30	$2,324,656	5,229	-0.2%	Shares	Sole	2023-10-11
2023-06-30	$2,333,738	5,240	+4.2%	Shares	Sole	2023-08-14
2023-03-31	$1,989,485	5,027	+14.2%	Shares	Sole	2023-05-11
2022-12-31	$1,564,914	4,403	-1.6%	Shares	Sole	2023-02-14
2022-09-30	$1,208,246	4,473	+2.1%	Shares	Sole	2022-11-07
2022-06-30	$1,063,702	4,379	+3.3%	Shares	Sole	2022-08-02
2022-03-31	$1,505,379	4,238	-0.6%	Shares	Sole	2022-05-03
2021-12-31	$1,417,216	4,265	-1.7%	Shares	Sole	2022-02-02
2021-09-30	$1,521,983	4,337	+2.5%	Shares	Sole	2021-11-02
2021-06-30	$1,349,731	4,231	+0.3%	Shares	Sole	2021-08-04
2021-03-31	$1,388,700	4,217	+5.6%	Shares	Sole	2021-05-04
2020-12-31	$926,248	3,994	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$695,731	3,987	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.